SmartOffice
Iterable
Transfer contacts, activities, and more from SmartOffice to Iterable. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Iterable migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
AI-powered cross-channel customer communication platform
Iterable is an AI-powered marketing automation and customer engagement platform that enables brands to deliver personalized cross-channel communications at scale. It offers native multichannel orchestration across email, SMS, push notifications, and in-app messaging with dynamic workflows and AI-driven send time optimization.
AI-powered Send Time Optimization
"AI-powered cross-channel customer communication platform"
Iterable is an AI-powered marketing automation and customer engagement platform that enables brands to deliver personalized cross-channel communications at scale. It offers native multichannel orchestration across email, SMS, push notifications, and in-app messaging with dynamic workflows and AI-driven send time optimization.
Ideal for: Mid-market to enterprise brands seeking AI-powered multichannel marketing automation to orchestrate personalized customer journeys at scale.
AI-powered Send Time Optimization
Native cross-channel orchestration (email, SMS, push, in-app)
Visual drag-and-drop workflow builder
Unified customer profile from diverse data sources
Learn more at
iterable.com
See exactly which data objects transfer from SmartOffice to Iterable
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Iterable.
Explore other popular CRM migrations similar to SmartOffice to Iterable
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
